+52.6%
XOM vs AAOI
+91.2%
-38.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -7.3% | +2.7% | -4.6% |
| 7D | -7.0% | -27.9% | +20.9% | -7.2% |
| 30D | +3.2% | -51.2% | +54.5% | +2.9% |
| 3M | +10.7% | -55.0% | +65.6% | +10.4% |
| 6M | +11.6% | -65.7% | +77.3% | +11.4% |
| YTD | +43.5% | +70.0% | -26.5% | +42.5% |
| 1Y | +52.6% | +100.9% | -48.3% | +52.3% |
| All | +52.6% | +91.2% | -38.6% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AAOI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling